Adjustment details in Generate Revenue Update Batch are not carried over to Batch for 'Posted (activity pending)' status transactions

When attempting to create a Revenue update batch for GL Posted transactions that have been adjusted and are showing with a status of 'Posted (Pending Activity)', the Adjustment details do not carry over from the Generate Revenue Update Batch process to the Uncommitted Revenue Update Batch.

Adjustment Details not updated in Batch:

Adjustment date: Current date

Adjustment post date: Current date

Adjustment reason: (Reason code used above)

Adjustment details: (Reason description that you entered above)

Adjustment post status: Not posted

Article
Number:98736

Products:

Blackbaud_CRM

The process, in order, is recommended to update revenue, which does process/save the Adjustment details correctly:

Edit the Revenue directly in the Revenue Update Batch and/or through the Generate Revenue Update Batch process initially (while still in a status of Posted)

If the status is Posted (Activity Pending), the Revenue will need to be Posted again through the Post to GL Process before further updates/edits can be made

Steps to Duplicate

In CRM, create add a Payment to a Constituent Record

Go to Revenue > Post Revenue to GL

Post the recent payment

Go back to the Payment and click Edit posted payment

Adjust payment as follows:

Adjustment date: Current date

Adjustment post date: Current date

Adjustment reason: (Any available reason code)

Adjustment details: (Enter a reason description as appropriate)

Adjustment post status: Not posted

Click Save

Note that the Post Status is now shows as follows: Posted (activity pending)

Go to Revenue, click Generate revenue update batch

Add a new process that is using a Revene Update Batch template and create a Revenue Selectio to locate the adjusted Payment create/edited above

Update process with the following setup:

Filter selection and overwrite with new value: Check

Filter by: Date

Current value: Current date

Overwrite with: Current date + 1 year

Include posted transactions: Check

Adjustment date: Current date + 1 year

Adjustment post date: Current date+ 1 year

Adjustment reason: Reason - 2

Adjustment details: Reason detail 2

Adjustment post status: Do not post

Click Save

Click Start Process

Note that the Process Completes successfully

Go to Revenue > Batch Entry

Locate the Revenue Update Batch that was created from the process above and edit it

Notice adjustment field values are not updated as per the setup in GRUB process above: